Senior Wealth Advisor: Holistic Planning for Clients

Forvis Mazars, LLP

Springfield, MO

JOB DETAILS
SKILLS
Business Development, Certified Financial Planner (CFP), Management Strategy, Wealth Management
LOCATION
Springfield, MO
POSTED
2 days ago

Forvis Mazars, LLP in Springfield, Missouri, is seeking a Senior Advisor for Wealth Advisory. The role involves supporting a Wealth Management team in serving affluent families, assisting them in creating comprehensive wealth management strategies, and actively engaging in business development to attract new clients.The ideal candidate will possess a Bachelor's Degree, relevant professional experience, and a Certified Financial Planner designation. Forvis Mazars is committed to providing tailored financial solutions reflecting clients' values and visions.#J-18808-Ljbffr

About the Company

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Forvis Mazars, LLP